Earn more and do more
with your IRA, right now!

Start investing in your favorite opportunities
with direct checkbook control of your IRA
using WealthFlex

Get direct control of your
IRA Portfolio, right now!

As the first of its kind, WealthFlex revolutionizes the self directed IRA by bringing fast, easy, and cost-effective access to higher performance private investments to you through our powerful, ultra-intuitive online platform. WealthFlex delivers all the benefits of private IRA investing without the pain points, providing you the ability to balance your IRA portfolio your way.

Think outside your current IRA

“…private investment in your IRA has always been an opportunity. The WealthFlex platform makes it cost effective, easier, faster, more accurate…”

Think Outside the IRA (02:05)

The Power of Tax-Deferred Growth (01:44)

Four Quick Steps

1

Create WealthFlex Account

2

Initiate Funds Transfer

3

Receive IRA Trust Confirmation

4

Establish Bank Account**FDIC Insured

It’s that easy!

You’re now ready to start investing in your favorite opportunities, as simple as writing a check.

WEALTHFLEX COSTS ARE AT LEAST

75%

What our clients say

WealthFlex is so helpful through the process of setting up the account, and how to use it afterwards. Joe is very kind answering all of my phone calls and emails with questions. And what I really like the most is that they actually care.

Eileen BCresswell, OR

WealthFlex took the hard part away, by not requiring a lot of paperwork for doing this with my IRA, for an incredibly low fee.

John BBoulder, CO

WealthFlex introduced me to the idea of a self directed IRA that could include real estate as an investment option and has worked out extremely well. Later on, they helped me change my plan to a Solo 401k giving me even more funding flexibility. Great people to work with.

ABOUT

The WealthFlex team is working to transform the self-directed IRA by offering an ultra-intuitive online platform that makes it easy, fast, flexible, and cost-effective to access higher-yield private investments.

The Cambridge Associates LLC US Venture Capital Index® is a horizon calculation based on data compiled from 1,718 US venture capital funds (1,101 early stage, 197 late & expansion stage, 414 multi-stage and 6 venture debt funds), including fully liquidated partnerships, formed between 1981 and 2016. Pooled horizon return, net of fees, expenses, and carried interest.

The Standard & Poor’s 500 Index (S&P 500) is an index of 500 stocks seen as a leading indicator of U.S. publicly traded equities and a reflection of the performance of the large cap universe, made up of companies selected by economists.